He's amazed that tech stocks are off this year. Long-term, BABA has been a great story, but there's been a slowdown in China where the government is tightening lending conditions and only recently is starting to ease this.

Tariffs are not a good thing, of course. But more importantly be worried that the chip cycle has turned. There were strong numbers before, but not going forward. Numbers ahead don't look good. Avoid.

It's gone nowhere in the last year, but up 25% in the past five. Earnings growth is good. New management's focus is  on wealth management and Asia. Yes, John Hancock is a legacy they continue to deal with, but MFC's operational side is doing fairly well and its Asian operations are gangbusters, showing impressive growth.

CEO Jamie Dimon successfully steered JPM out of the recession a decade ago. If there's a US slowdown ahead, then bad debt will kick up and effect JPM. Sure, tailwinds have doubled US bank stock prices in the past few years, but looking ahead Why buy a US bank when you have to pay a withholding tax (compared to a Canadian bank stock)?

It recently took a hit on earnings, because it had bought a large Spanish bank's Chilean operations, making it the second-biggest bank in Chile, and took an immediate writedown, which hit the topline numbers. BNS also bought MD Financial for $2.5 billion as well as investment firm Jarislowsky Fraser for $1 billion, so they issued a lot of stock to cover those. But their yield continues to rise, the highest of the Canadian banks. The rule is buy the worst performer in one year, and it becomes the best performer in the future. (4.5% dividend, Analysts' price target: $85.46) 

The biggest independent wind power company in Canada but also France, which accounts for nearly half its operations, plus 31% in Quebec where BLX recently bought more operations. Stock is down 15% because Ontario premier Ford said he would scrap green energy projects but BLX mostly has operations outside Ontario. BLX will continue to grow production. (3.5% dividend, Analysts' price target: $25.67) 

A stock that looks expensive, but always delivers. They own convenience stores globally. They are very good at what they do. Gas companies are happy to sell to ATD'B, because ATD'B increases their margins. They succeed in the U.S. where many Canadian companies have failed. This will continue to be a class act.